Top 14196 Client services manager Jobs in Bronx, Ny

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
4d
Case Manager
Mosholu Montefiore Community Center —Bronx, NY
- $49,000 - $52,000 a year
- Full-time
- Background check
- Spanish
- HIPAA
- 403(b) matching
- Health insurance
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Client Manager
Mission Staffing —New York, NY
- $66,291.41 - $79,834.82 a year
- Full-time
- Mid-level
- Office
- Business development
- Employee assistance program
Quick Apply
ITSM Manager
Starr Companies —New York, NY
- $160,000 - $185,000 a year
- Full-time
- Computer science
- Computer Science
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Property Manager
The Bridge Inc. —New York, NY
- $65,000 - $70,000 a year
- Full-time
- Background check
- Spanish
- Adults
- Health insurance
- Dental insurance
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Client Service Manager
Global Empire LLC —New York, NY
- $30 - $35 an hour
- Temporary
- Hybrid work
- Mid-level
- Ability to lift 50 pounds
- Conflict management
- Dental insurance
- Vision insurance
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Case Manager
Urban Pathways, Inc. —Bronx, NY
- $23.93 - $32.30 an hour
- Weekends as needed
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
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Client Service Manager
Gallagher —New York, NY
- $65,000 - $108,500 a year
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Paid parental leave
- Health savings account
eDiscovery Client Services Manager
Epiq Systems, Inc. —New York, NY
- $130,000 - $145,000 a year
- Weekends as needed
- Remote
- Recruiting
- Fair chance
- Business Administration
5d
Client Services Project Manager
Epiq Systems, Inc. —New York, NY
- $100,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Fair chance
- Leadership
Client Onboarding & Implementation Manager
9fin —New York, NY
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Training & development
- Senior level
- Communication skills
- Commuter assistance
- Disability insurance
Client Services Manager
Sago —New York, NY
- $60,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Food service
- Paid holidays
- Dental insurance
Quick Apply
Operations Manager
Metropolis Technologies —Bronx, NY
- $85,000 - $90,000 a year
- Full-time
- Clean driving record
- Mid-level
- Office
12d
Manager, Client Services
Valley National Bank —New York, NY
- $73,700 - $125,800 a year
- 5 years
- Office
- High school diploma or GED
Quick Apply
Office Services Associate
Opensity Solutions —New York, NY
- $29 an hour
- Full-time
- Office
- Organizational skills
- 1 year
- Health insurance
- Dental insurance
Quick Apply
5d
Client Service Manager
Sunstates Security —New York, NY
- $80,000 a year
- Urgently hiring
- Computer literacy
- Mid-level
- In-person
- Health insurance
- Dental insurance
Client Relations Manager
Forrest Solutions LLC —New York, NY
- $120,000 - $140,000 a year
- Full-time
- 5 years
- Office
- Mentoring
Quick Apply
Manager, Fleet Client Services
Cox Automotive —New York, NY
- $74,000 - $111,000 a year
- Full-time
- Master's degree
- Driver's License
- Bachelor's degree
- Paid jury duty
- Paid holidays
Account Manager
Array —New York, NY
- $120,000 a year
- Full-time
- Remote
- 5 years
- Analysis skills
- Contracts
- Commuter assistance
- Health insurance
Quick Apply
Eligibility Manager - CuraScript - Remote
The Cigna Group —New York, NY
- $77,300 - $128,900 a year
- Online Application
- Remote
- Oracle
- 5 years
- High school diploma or GED
- Paid holidays
- Health insurance

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client services manager jobs near bronx, ny

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
New York, NY

Quick Apply

Job Details

Full-time
4 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Employee relationship building
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 63

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Duties & Responsibilities:

· Input orders at the direction of the Financial Advisor(s)

· Onboard new client accounts, which includes the collection of required documentation and client information

· Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date

· Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs through proactive client outreach, strong telephone communication, and professional handling of inbound client inquiries.

· Proactively prepare financial reports, spreadsheets and other materials for client meetings

· Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

· Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues

· Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

· Bachelor’s Degree in Business or in related field is preferred

· Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial

· Active FINRA Series 7 and 66 (or 63 and 65) licenses required

· Highly detail-oriented with superior organizational skills and ability to prioritize tasks

· Follow-up to ensure resolution and completion of tasks

· Provide a high level of customer service in a calm, courteous and professional manner.

· Establish and maintain effective working relationships at all levels of the organization.

· Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems

· Team player with the ability to collaborate with others

· Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Financial services: 2 years (Preferred)

License/Certification:

Active FINRA Series 7 and 66 (or 63 and 65) Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services manager jobs in bronx, ny

Registered Client Administrative Manager

Case Manager

Client Manager

ITSM Manager

Property Manager

Client Service Manager

Case Manager

Client Service Manager

eDiscovery Client Services Manager

Client Services Project Manager

Client Onboarding & Implementation Manager

Client Services Manager

Operations Manager

Manager, Client Services

Office Services Associate

Client Service Manager

Client Relations Manager

Manager, Fleet Client Services

Account Manager

Eligibility Manager - CuraScript - Remote

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